This position requires monitoring and updating assigned service cases, addressing client and operational issues, and participating in strategic initiatives. Flexibility is essential, as job responsibilities may change on short notice based on the needs of the team and client base. Comprehensive job skill training will be provided as needed. This is a highly visible role in a time-sensitive and delivery-focused environment.
Job Responsibilities
- Collaborate with internal service partners to advocate for client needs and solutions across a range of Receivables Products, including Lockbox, Receivables Online, and Healthcare Link.
- Analyze client disputes and propose solutions that align with both client and organizational objectives.
- Implement, manage, and support client solutions within specified timeframes, working with both internal and external clients.
- Participate in client calls to articulate business processes and propose recommendations.
- Utilize in-depth product knowledge to resolve unique or challenging issues on an individual basis.
- Work independently with guidance, escalating complex issues as necessary to ensure timely resolution of customer requests.
- Maintain issue logs and prepare monthly reports as required.
- Apply project management skills to roll out new products or services for institutional clients.
- Provide support and training to team members as needed.
- Identify risks and escalate them promptly to minimize potential issues for clients and the organization.
Required qualifications, capabilities, and skills
- Strong verbal and written communication skills.
- Excellent time management, organizational, and planning abilities.
- Analytical, logical thinking, and problem-solving skills.
- Self-motivated with strong interpersonal skills.
- Client relationship management and presentation skills.
- Attention to detail and client-focused approach.
- Excellent interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with adaptability to change.
- Demonstrated team-building skills and ability to work effectively in a team environment.
Preferred qualifications, capabilities, and skills
- Comprehensive knowledge of Treasury Services and/or Custom Card products.
- Bachelor’s degree in Science, Business Administration, or a related field.
- Enthusiasm for learning new operating models, technologies, and industry trends.
- Proficiency in Google Workspace and Microsoft Office.
Required or additional information
- Work schedule: Monday to Friday, 8:00 AM to 5:00 PM, with some flexibility on start and end times.
- This position may require non-traditional hours and/or additional hours as business needs arise. The work schedule may be subject to change.